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Vanguard Mega Cap 300 Index ETF
MGC

Overview Fund Activity

305 hedge funds and large institutions have $1.62B invested in Vanguard Mega Cap 300 Index ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+23
Holders Change %
+8.16%
% of All Funds
4.92%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
46
Increased
93
Reduced
102
Closed
21
Calls
$437K
Puts
–
Net Calls
+$437K
Net Calls Change
-$1.2M

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$26.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.7M
3
UBS Group
UBS Group
Switzerland
$50.1M
4
CAN
Cetera Advisor Networks
California
$8.25M
5
NYLIM
New York Life Investment Management
New York
$62.3M

Top Sellers

1
GEM
Global Endowment Management
North Carolina
$41.1M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
3
Bank of America
Bank of America
North Carolina
$196M
4
Truist Financial
Truist Financial
North Carolina
$29.5M
5
CI
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
176
SOL Capital Management
Maryland
$440K – – –
RCAG
177
Rehmann Capital Advisory Group
Michigan
$429K – – –
FA
178
Flagstar Advisors
New York
$422K -$99.6K -752 -19%
SFP
179
Strategic Financial Partners
Oregon
$419K +$2.52K +19 +0.6%
C1AG
180
Client 1st Advisory Group
Florida
$418K +$927 +7 +0.2%
NRC
181
New Republic Capital
North Carolina
$415K +$415K +3,134 New
IA
182
IFP Advisors
Florida
$414K +$251K +2,697 +154%
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$407K – – –
HSA
184
HBK Sorce Advisory
Pennsylvania
$401K +$201K +200,000 +100%
DWMG
185
DB Wealth Management Group
California
$400K +$1.85K +14 +0.5%
Wealthfront Advisers
186
Wealthfront Advisers
California
$395K +$92.9K +702 +31%
SWP
187
Stratos Wealth Partners
Ohio
$391K -$22.1K -167 -5%
BFEC
188
Benjamin F. Edwards & Company
Missouri
$388K +$194K +1,463 +100%
MFWP
189
Mosaic Family Wealth Partners
Missouri
$388K +$388K +2,928 New
GP
190
Greenline Partners
New York
$381K – – –
ZF
191
Zhang Financial
Michigan
$380K -$181K -1,366 -32%
MCC
192
Money Concepts Capital
Florida
$374K +$231K +1,748 +162%
CA
193
CoreCap Advisors
Michigan
$362K +$123K +927 +51%
FPGK
194
Financial Partners Group (Kansas)
Kansas
$361K -$3K -21 -0.8%
FSWA
195
Financial Synergies Wealth Advisors
Texas
$358K +$2.52K +19 +0.7%
NA
196
NewEdge Advisors
Louisiana
$354K +$354K +2,735 New
GW
197
GW & Wade
Massachusetts
$351K – – –
SF
198
Synovus Financial
Georgia
$349K -$74.4K -562 -18%
FCA
199
FLC Capital Advisors
California
$348K – – –
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$346K +$103K +780 +43%
6 7
8
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